--- title: "Connect CallRail to Outlign - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create Task\" in Outlign." canonical: "https://apiant.ai/connect/callrail-to-outlign" --- # Connect CallRail to Outlign When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create Task** in [Outlign](https://apiant.ai/connections/outlign). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Outlign **8** triggers Outlign **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CallRail and Outlign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CallRail can start in Outlign - When **Outbound Call Completed** in CallRail then **Create Task** in Outlign - When **SMS Received** in CallRail then **Update Task** in Outlign Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CallRail and Outlign ## Triggers and actions 13 triggers · 13 actions - Trigger **Form Captured** Triggers when a form is captured. - Trigger **Outbound Call Completed** Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. - Trigger **Phone Call Started** Triggers when an inbound phone call is started. - Trigger **SMS Received** Triggers when an SMS message is received. - Trigger **SMS Sent** Triggers when an SMS message is sent. - Trigger **Milestone Created** Triggers when a new milestone is created. - Trigger **Milestone Updated** Triggers when a milestone is updated. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Section Updated** Triggers when a section / phase is updated. - Trigger **Task Completed** Triggers when a task is marked as completed. - Trigger **Task Due Date Updated** Triggers when a task's due date is updated. - Action **Create Client** Creates a new client. - Action **Create Milestone** creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id). - Action **Create Project** Creates a new project from scratch. - Action **Create Section** Creates a new section / phase in a project. - Action **Create Task** Creates a new task in a project. - Action **Find Client** Finds a client by name. - Action **Find Project** Finds a project by name within a specific client. - Action **Find Section** Finds sections / phases by title within a specific project. - Action **Find Task** Finds tasks by title within a specific section. - Action **Get Milestone** Returns a milestone with its title, due date, description, color and project. - Action **Update Milestone** updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated. - Action **Update Section** updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated. - Action **Update Task** updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed. ## Each app on its own - [ **CallRail** CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure...](https://apiant.ai/connections/callrail) - [ **Outlign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connections/outlign) Reviews ## What our customers say ## More from CallRail - [ **CallRail to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/callrail-to-vercel) - [ **CallRail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/callrail-to-hubspot) - [ **CallRail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/callrail-to-salesforce) - [ **CallRail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/callrail-to-slack) - [ **CallRail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/callrail-to-google-sheets) - [ **CallRail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/callrail-to-gmail) ## More into Outlign - [ **HubSpot to Outlign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-outlign) - [ **Google Sheets to Outlign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-outlign) - [ **Gmail to Outlign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-outlign) - [ **Google Calendar to Outlign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-outlign) - [ **Google Drive to Outlign** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-outlign) - [ **Mailchimp to Outlign** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-outlign) Questions ## CallRail and Outlign, answered ### ### What can start an automation from CallRail? Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Outlign when something happens in CallRail? Any of Outlign's 13 actions, including Create Client, Create Milestone, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Outlign to CallRail? Outlign has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Outlign's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Outlign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CallRail and Outlign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Outlign once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.